AAA Central Penn · 14 hours ago
Insurance Client Services Agent
Harrisburg, PA, US
Full-time
Onsite
New Grad, Entry LevelAAA Central Penn is a member-focused organization dedicated to providing high-quality service to both its clients and team members. The Insurance Client Service Agent is responsible for managing client accounts, ensuring client retention through renewals, and providing top-notch customer service while collaborating with the Insurance Sales Agent.
Consumer Services
Responsibilities
Manage client lists to ensure retention of current clients through plan renewals, generating new business revenue, and cross selling additional insurance products
Perform proper exposure analysis and needs analysis to offer advice and counsel to clients
Be proficient in prospecting, quoting, and sales using internal and external systems
Perform customer service duties by telephone, email, or meeting with clients in person, prioritizing the use of carrier customer service centers
Review all applications for completeness and accuracy prior to submitting them to Compliance Manager
Meet sales goals established by insurance management
Perform support and clerical duties to the insurance team as delegated by management
Adhere to one, consistent workflow process as implemented by insurance management
Protect the confidentiality of client records, files, and correspondence
Suggest AAA products and refer sales to other lines of business
Other duties as required
Qualification
Required
Must possess and maintain valid Pennsylvania Property and Casualty and Life and Health Agent's Licenses
Manage client lists to ensure retention of current clients through plan renewals, generating new business revenue, and cross selling additional insurance products
Perform proper exposure analysis and needs analysis to offer advice and counsel to clients
Be proficient in prospecting, quoting, and sales using internal and external systems
Perform customer service duties by telephone, email, or meeting with clients in person, prioritizing the use of carrier customer service centers
Review all applications for completeness and accuracy prior to submitting them to Compliance Manager
Meet sales goals established by insurance management
Perform support and clerical duties to the insurance team as delegated by management
Adhere to one, consistent workflow process as implemented by insurance management
Protect the confidentiality of client records, files, and correspondence
Suggest AAA products and refer sales to other lines of business
Other duties as required
High school diploma or equivalent
Ability to calculate figures and amounts to provide clients with accurate quotes
Possess time management skills and ability to set priorities and manage daily tasks
Demonstrate effective verbal and written communication skills
Ability to work independently and within a team environment, working closely and courteously with other staff members
Preferred
Property and Casualty and Life and Health Sales licenses preferred but not required
Customer service or administrative experience preferred
Experience in insurance sales and service preferred
Benefits
Generous, front-loaded Paid Time Off (PTO); no need to wait until you’ve accrued PTO to take that summer vacation.
1 personal day.
8 paid company holidays including Christmas Eve and New Year’s Eve.
Medical, Dental, and Vision benefits.
Health Savings Account (with employer contribution) and Flexible Spending Account options.
401(k) with up to 6% company matching, plus you are fully vested upon your first contribution.
Life Insurance and Long Term Disability at no out of check cost to our team.
Earn up to 3 extra PTO days a year for time spent volunteering in the community and attending AAA Cares events.
Tuition Reimbursement.
Free AAA Premier Membership.
Discounts and perks including travel, branch services, car batteries, and more!
Company
AAA Central Penn
AAA Central Penn serves members in Adams, Cumberland, Dauphin, Huntingdon, Juniata, Lancaster, Lebanon, Mifflin, and Perry counties.
Founded in 1902
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Jodie Daubert
President & CEO
Greg Tobin
Chief Sales & Member Experience Officer
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